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iShares Russell 3000 Value Index shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 407 102.25
2021-09-30 $50k 699 71.53

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Royal Bank of Canada
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index